Lee
Mann

Vanguard Advisers Inc

CRD#6296619
Investment Advisor
in Charlotte, NC
Are you Lee Mann? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Lee Mann is a certified financial planner based in Charlotte, North Carolina. Currently a registered financial advisor at Vanguard Advisers Inc, they have accumulated 11 years of professional experience in the financial advisory industry. Mann holds a Series 63 license, designating them as a securities representative. Mann is able to serve investors in North Carolina and Texas. The advisor has gained experience at Nc State University, The Vanguard Group, Inc, York Properties and River Run Country Club. Vanguard Advisers Inc is based out of Charlotte, North Carolina, and operates out of three other offices in the United States. As a registered advisory firm, Vanguard Advisers Inc manages $151 billion in assets throughout 661,667 client accounts and retains more than 878 people. The level of assets currently under the firm's management places it among the biggest firms in the United States. The firm manages 661,632 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 4% of the investment firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Vanguard Advisers Inc can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. The firm may charge clients asset-based and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

2525 Water Ridge Parkway 1 North Falls Plaza, Ste 100
Charlotte, NC 28217

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Vanguard Advisers Inc Brokerage Details

Total Assets Under Management

$160,926,810,750

NC Average: $15,833,994,310
Total Number of Employees

984

NC Average: 41
Total Number of Accounts

460,532

NC Average: 3,342
Average Account Size

$349,437

NC Average: $4,737,880

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Lee Mann Work History

Lee has 11 years of experience.

2014 - Present (5 years)

The Vanguard Group, Inc

2013 - 2013 (< 1 year)

York Properties

2013 - 2013 (< 1 year)

River Run Country Club

2011 - 2013 (2 years)

Nc State University

2007 - 2011 (4 years)

Nc State University

Disclosures

Lee Mann has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started